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iShares Select Dividend ETF
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Overview Fund Activity

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.4M
2
BlackRock
2
BlackRock
New York
$84M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$63.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72M
5
Mariner
5
Mariner
Kansas
$24.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$860M
2
MHI
2
Miller Howard Investments
New York
$5.46M
3
Wells Fargo
3
Wells Fargo
California
$521M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
101
Rathbones Group
United Kingdom
$6.72M +$78.3K +798 +1%
JGIA
102
Jackson Grant Investment Advisers
Connecticut
$6.7M +$51.3K +523 +0.8%
BRWA
103
B. Riley Wealth Advisors
Florida
$6.62M +$1.41M +14,372 +27%
SI
104
Stephens Inc
Arkansas
$6.61M -$128K -1,305 -2%
OPCM
105
Osborne Partners Capital Management
California
$6.56M -$446K -4,546 -6%
TCM
106
Twele Capital Management
Minnesota
$6.54M -$3.94M -40,183 -38%
FWP
107
FAS Wealth Partners
Kansas
$6.54M -$114K -1,164 -2%
ANB
108
Amarillo National Bank
Texas
$6.53M -$342K -3,484 -5%
KCM
109
Karp Capital Management
California
$6.49M +$126K +1,280 +2%
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$6.43M -$1.23M -12,555 -16%
OFG
111
Omega Financial Group
California
$6.39M -$96.3K -981 -1%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$6.38M +$6.38M +65,021 New
ASN
113
Advisory Services Network
Georgia
$6.37M +$539K +5,495 +9%
MIAN
114
Mariner Independent Advisor Network
Kansas
$6.34M +$54.8K +554 +0.9%
FSA
115
Financial Sense Advisors
California
$6.15M -$210K -2,141 -3%
WWM
116
Western Wealth Management
Colorado
$6.04M +$185K +1,881 +3%
CS
117
Comerica Securities
Michigan
$5.99M -$54.8K -558 -0.9%
ONB
118
Old National Bancorp
Indiana
$5.97M -$649K -6,614 -10%
Citigroup
119
Citigroup
New York
$5.69M -$1.31M -13,295 -19%
FUBT
120
First United Bank & Trust
Maryland
$5.69M +$562K +5,724 +11%
SWP
121
Stratos Wealth Partners
Ohio
$5.67M +$227K +2,312 +4%
WMA
122
Wealth Management Associates
New Jersey
$5.61M +$134K +1,361 +2%
Edgewood Management
123
Edgewood Management
Connecticut
$5.56M – – –
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$5.53M +$175K +1,779 +3%
JIC
125
Joel Isaacson & Co
New York
$5.47M +$6.87K +70 +0.1%
3 4
5
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